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<p>Bill Baruch joined CNBC to talk about a decrease in copper demand as a result of recession fears in the western world. In the meantime, China's...
<p>Emerging market debt has seen a lot of stress lately. On today's podcast we talk about capital allocation across EM as investors demand higher ...
<h2><strong>Emerging Markets and Financial Conditions</strong></h2> <p>"Never let a good crisis go to waste." - Winston Churchill</p> ...
<p>The shift from an inflation-driven market to recession aware price action. Chief Market Strategist Phillip Streible discusses the implications of t...
<p>Bill Baruch joined CNBC to discuss the commodities outlook on the back of the most recent washout across hard assets. With tighter financial condit...
<p>Are the Fed and central banks globally in a position to pull the liquidity rug from financial assets? In today's podcast, recorded on 6/20/2022...
<p>Bill Baruch breaks down the macro market action ahead of tomorrow's Fed policy decision. With 75bps at a 91% probability, are Jerome Powell and...
<p> </p> <p>In today's episode, recorded on June 6, 2022, Paul Wankmueller and Jannis Meindl talk about energy markets, inflation, the wea...
<p>Bill Baruch talks about the macro outlook within the context of the current and upcoming inflation landscape. As the Fed is geared to hike rates in...
<h2><strong>Job Market, Credit Spreads and Inflation Expectations</strong></h2> <p>"The 800 pound guerilla in the room are the central banks. ...
<h2><strong>Mr. Market, Central Banks and the Fed's Moment of Clarity</strong></h2> <p>"Only when the tide goes out do you discover who...